Info and guides

Best Investors shows registration and disclosure data from Form ADV and related filings. These guides explain what the fields mean so you can read a firm or advisor profile with confidence.

Guides

Form ADV guide

Plain-language explainers for Form ADV Part 1A questions on firm profiles. Read what each item code means and how to interpret Yes/No, dollar, and count answers.

114 field explainers · 21 section guides

Compare advisor directories

When to use Best Investors versus SEC IAPD, BrokerCheck, SmartAsset, matching services, and association lists. Best Investors republishes IAPD feeds. It is not the SEC.

12 comparison articles

How to use these pages

1. Open a firm profile and scroll to the ADV or Disclosures panel.
2. Click an item code (for example 5G(1) or Item 11) when a guide exists.
3. Read the plain-language answer, then return to the firm’s filing on Best Investors.